Platform & Systems, CRM Executive

DAC Beachcroft; West of England; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Disability inclusive recruitment

Job summary

DAC Beachcroft LLP is seeking a Platform & Systems, CRM Executive to join the Clients & Markets team in Bristol. You will help ensure client and contact data remains accurate, trusted and valuable, and support CRM platform enhancements across a range of systems and stakeholders.

You’ll contribute to data cleansing, testing, reporting and user training while collaborating with internal technology teams to drive improvements and better client relationships.

Qualifications

• CRM administration experience in a professional services environment.
• Strong data quality discipline and data governance awareness.
• Experience delivering reports and insights using BI tools.
• Ability to test, train and support CRM users across a business.

Responsibilities

• Support day-to-day administration and operation of the firm's CRM and marketing platforms.
• Maintain high standards of client and contact data quality and accuracy.
• Assist with testing, rollout and implementation of new CRM functionality.
• Produce reports and data insights to support marketing activity and business decisions.
• Create documentation and provide user training and support.
• Collaborate with internal tech teams and external suppliers to improve systems.

Skills

CRM administration

Data quality

Power BI

Stakeholder engagement

Reporting

Tools

Microsoft Dynamics 365

Salesforce

InterAction

Intapp DealCloud

Introhive

Job description

Platform & Systems, CRM Executive

Department: Business Services - Clients and Markets

Employment Type: Permanent

Location: Bristol

Description

At DAC Beachcroft, we're a purpose-led international law firm with a strong reputation across insurance, health and real estate, as well as a growing presence across a range of commercial sectors. With offices across the UK and internationally, we combine legal expertise, sector insight and innovative thinking to help our clients solve complex challenges.

We're looking for a Platform & Systems, CRM Executive to join our Clients & Markets team. This is an excellent opportunity for a CRM professional who enjoys working at the intersection of data, technology and stakeholder engagement. You'll play a key role in ensuring our client and marketing systems operate effectively, helping colleagues across the business make better use of data, strengthen client relationships and drive informed decision‑making. The role offers exposure to a broad range of systems, projects and stakeholders, making it an ideal next step for someone looking to develop their career in CRM, data and marketing technology.

DAC Beachcroft is an international law firm with more than 3,000 people and offices across the UK, Europe, Asia‑Pacific and Latin America. We are recognised for our collaborative culture, sector expertise and commitment to delivering exceptional service to our clients.

You'll be joining a business that values innovation, continuous improvement and the intelligent use of technology. Within our Clients & Markets function, you'll have the opportunity to work on meaningful projects that improve how we manage client relationships, enhance marketing effectiveness and support business growth.

As Platform & Systems, CRM Executive, you'll support the operation, adoption and continuous improvement of the firm's CRM platform and connected marketing systems. Working within Marketing Operations and Brand Design, you'll help ensure client and contact data remains accurate, trusted and valuable across the firm. You'll also contribute to system enhancements, testing, reporting, training and user support, helping maximise the value of our CRM and relationship intelligence platforms.

Key Responsibilities

• Support the day-to-day administration and operation of the firm's CRM and connected marketing platforms.


• Maintain high standards of client and contact data quality, accuracy and completeness.


• Investigate and resolve data and system issues, escalating technical matters where appropriate.


• Support data cleansing, enrichment and wider data quality initiatives.


• Provide user support, guidance and CRM best practice advice across the business.


• Help colleagues utilise CRM and relationship intelligence tools to better understand client relationships and engagement.


• Produce reports and data insights to support marketing activity, client development and business decisions.


• Assist with testing, implementation and rollout of new functionality, enhancements and system releases.


• Coordinate user acceptance testing and document outcomes and feedback.


• Create and maintain process documentation, user guides and data standards.


• Deliver training, demonstrations and user communications to encourage system adoption.


• Work collaboratively with internal technology teams and external suppliers to resolve issues and implement improvements.


• Identify opportunities to streamline processes, improve automation and enhance data quality.


• Ensure data is managed securely and in line with GDPR, firm policies and information security requirements.


• Support wider projects and priorities across the Clients & Markets function.

Skills, Knowledge and Expertise

We're interested in candidates who bring a blend of CRM systems knowledge, data awareness and stakeholder engagement skills.

• Experience administering CRM and eMarketing systems within a professional services or B2B environment.


• Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar.


• Understanding of data management principles and the importance of data quality.


• Experience supporting system testing, user acceptance testing or software releases.


• Strong reporting and analytical skills, ideally including exposure to Power BI or similar tools.


• Ability to investigate issues methodically and drive them through to resolution.


• Excellent communication skills with the confidence to support both technical and non-technical users.


• Strong attention to detail and commitment to accuracy.


• A proactive, collaborative and customer-focused approach.

• Understanding of system integrations, APIs and secure data transfer principles.


• Experience delivering training sessions, demonstrations or user drop-in clinics.


• Knowledge of automation, Power Query, SQL or data transformation tools.


• Experience working with relationship intelligence platforms and marketing technology ecosystems.

Additional Information

As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact [e-mail] in confidence with the vacancy reference in the subject line, and we’ll be happy to help.